Analysis / Customer success and renewals
Prepare renewal negotiation scenarios by account
Use Proforma to prepare renewal negotiation scenarios by account. Get account renewal scenario comparison from your business data with this copyable prompt.
Customer success leader · Account manager
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Your starting prompt.
Prepare renewal negotiation scenarios for [account] using the current contract and approved commercial options. Compare unchanged terms, permitted discount and adjusted entitlement cases, showing recurring value, estimated contribution margin and the customer need each option addresses. Include relevant usage evidence and open issues. Produce an internal preparation brief without offering terms externally or assuming the customer will accept a proposed option.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
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Approved discount limits and contribution-cost definitions must govern the proposed options.
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